Brooke C. McDermott

Of Counsel

Education

University of Miami School of Law, LL.M. 2008

Suffolk University Law School, JD 2007

University of Connecticut, BA summa cum laude, 2003

Certified Specialist, Estate Planning, Trust & Probate Law from State Bar of California Board of Legal Specialization

Memberships

BAR ADMISSIONS
California
Florida (inactive)

MEMBERSHIPS
State Bar of California
Santa Barbara County Bar Association
United States Tax Court

Brooke McDermott specializes in complex estate and trust planning, estate and trust matters, and estate and gift  tax controversy matters.

Brooke works with individuals and families to achieve their financial, family and charitable goals by guiding them step-by-step through the estate planning process, using a variety of wealth planning strategies aimed at accomplishing both tax and family-generational planning.

She also advises individuals, families, beneficiaries, trustees and executors with regard to probate, estate and trust administration matters, including preparation of estate tax returns, IRS audits and allocation and distribution of bequests to beneficiaries.

ACCOLADES
Pacific Coast Business Times “Top 50 Women in Business – Class of 2018”
Pacific Coast Business Times “40 Under 40 – Class of 2016”

Community Involvement

Santa Barbara Public Library Foundation, board member, treasurer (2017 – present)
Santa Barbara Estate Planning Council, board member (2019 – present)
Santa Barbara County Bar Association, Chair of the Probate Section (2012 – 2014)